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Create additional Tasks (not sub-tasks) based on The Summary of new Issue Type and Name

Ragavendran S

I want to create an automation rule, that should to the following rules.

when: the issue is created

conditions:

1 -> if the type is Task

1.1 -> If the summary / name of that issue contains "Create tasks for XXX

then create the below tasks (not subtasks)

1. XXX Analysis

2. XXX Test

3. XXX Sign Off

Accepted answers

Kalyan Sattaluri_iinm1n

Hello @Ragavendran S

This is one of the most straight forward rules to implement. So if you havent done this before, Instead of us giving you exact steps, its great time for you to do so.

Start with rule where trigger = Issue created
Then do If condition, issue fields conditions and choose issue type = Task
Then do another if condition, JQL, give summary ~ "Create tasks for XXX" or whatever
Then start creating tasks by new action, create issue, and choose project, task and fill in fields as needed.
Rinse step 4 for other tasks

Give it a shot, share screenshots of your rule and audt log if you are stuck and we can help.

All comments

Kalyan Sattaluri_iinm1n

Hello @Ragavendran S

This is one of the most straight forward rules to implement. So if you havent done this before, Instead of us giving you exact steps, its great time for you to do so.

Start with rule where trigger = Issue created
Then do If condition, issue fields conditions and choose issue type = Task
Then do another if condition, JQL, give summary ~ "Create tasks for XXX" or whatever
Then start creating tasks by new action, create issue, and choose project, task and fill in fields as needed.
Rinse step 4 for other tasks

Give it a shot, share screenshots of your rule and audt log if you are stuck and we can help.

Matt Parks

If you need assistance getting the value of XXX from the Summary in the Task that is triggering the rule and putting it into the Summary of the Tasks you are creating from the rule, I think setting the following as the Summary on the Tasks (using a smart value) should get you what you're looking for, assuming that the Task starts with "Create tasks for XXX".

{{issue.summary.substring(17)}} Analysis

{{issue.summary.substring(17)}} Test

{{issue.summary.substring(17)}} Sign Off

Ragavendran S

Thanks @Matt Parks , actually i stuck where i wanted to fetch the name of Task (xxx). And with your way, i have achieved this.

Ragavendran S

Thanks @Kalyan Sattaluri with your trick with JQL for summary. I can able to trigger when i want to create a list of tasks.

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